Hello! I’m super new to IN and super excited to start using it for my freelancing IT business! I think I have a hang of the basics but I’m having trouble getting something to work that I’m used to from other applications.
Basically, my invoices consist of labor (tracked via tasks) and expenses. I’d really like to be able to go to the Clients page, click Create new Invoice, and have it pull in all the un-invoiced tasks and expenses for that client (ideally within a programmable timeframe, like the last 30 days).
I know I can go to Tasks, select all the applicable entries, and click Invoice. And I know I can do the same under Expenses. But if I do that, I’m stuck having to enter the other ones manually. Any idea if there’s already a function I’m missing that will let me include both with one click?